See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,138 | $124,319+115.7% | $111,297+140.9% | $167,490+60.1% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 15.13% | 37.44%-22.3pp | 54.65%-39.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,096 | $3,435+19.2% | $2,731+50.0% | $4,837-15.3% |
| Participant deferral / active EE | $5,397 | $5,180+4.2% | $4,487+20.3% | $6,341-14.9% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |